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BSE Sensex 30 Stocks Regulatory Filings — April 30, 2026

India BSE SENSEX 30

5 high priority24 medium priority29 total filings analysed

Executive Summary

Across 29 filings from BSE Sensex 30 companies for April 30, 2026, dominant themes include robust FY26 results from Adani Ports with revenue +25% YoY to ₹38,736 Cr, EBITDA +20% to ₹22,851 Cr, and PAT +16% to ₹12,782 Cr, alongside ambitious 'Ambition 2031' guidance for 19% revenue CAGR through FY31; mixed financial performances in Bajaj Finserv (PAT -8% YoY to ₹1,432 Cr) and Hindustan Unilever (PAT flat at ₹10,652 Cr despite +5% turnover); and positive strategic moves like Reliance Retail's acquisition of Anomaly haircare brand. Capital allocation favors shareholders with multiple dividend recommendations (Adani Ports ₹7.50/share, Bajaj Finserv ₹1.50/share incl special ₹0.20, HUL ₹22 final for total ₹41, L&T Finance ₹2.75). Portfolio-level trends show logistics/ports outperformance (Adani cargo +11% YoY to 500.8 MMT) vs softer finance/FMCG growth, with 7/10 results filings reporting revenue growth averaging +15% YoY but PAT growth muted at +5% due to higher costs/depreciation. Upcoming catalysts cluster in May-June AGMs/record dates, signaling near-term trading opportunities. No insider trading activity noted across filings, but board appointments/changes indicate governance stability.

Tracking the trend? Catch up on the prior BSE Sensex 30 Stocks Regulatory Filings digest from April 23, 2026.

Investment Signals(12)

  • FY26 revenue +25% YoY to ₹38,736 Cr, EBITDA +20% to ₹22,851 Cr, PAT +16% to ₹12,782 Cr surpassing guidance, cargo +11% to 500.8 MMT, RoCE +100 bps to 16%, dividend ₹7.50/share

  • 'Ambition 2031' guidance scales port capacity 2x to 1B MMT by Dec 2030, 19% revenue/18% EBITDA CAGR FY26-31, logistics expansion to 16 MMLPs

  • RRL acquires Anomaly's global haircare brand to bolster beauty portfolio, leveraging 20k+ stores and 387M customers, FY26 RRVL turnover ₹3,70,026 Cr

  • Recommended dividend ₹1.50/share (150%, incl special ₹0.20 for 100th year), despite PAT -8% YoY, Q4 PAT +112% YoY to ₹16 Cr

  • Consolidated turnover +5.3% YoY to ₹63,763 Cr, total dividend ₹41/share (final ₹22), unmodified audit opinion

  • Q4 FY26 PAT +55% YoY to ₹873 Cr (+92% to ₹1,000 Cr ex-overlay), FY26 +19% to ₹2,782 Cr, NIM +101 bps YoY, GS3 at record-low 3.4%

  • L&T(BULLISH)

    Divests 100% stake in 69 km Hyderabad Metro PPP asset, unlocking capital for core EPC/Hi-Tech businesses

  • Infosys(BULLISH)

    Ranked #1 IT services for European Banking/Nordics FS, 83% satisfaction score (+3 pp YoY), top-3 in FS Overall/Cloud

  • Power Grid(BULLISH)

    Approved ₹4,000 Cr unsecured rupee term loan from SBI for funding, signaling capex confidence

  • Capex FY26 ₹15,320 Cr (+28% vs guidance ₹11-12k Cr), net debt/EBITDA 1.9x (within 2.5x policy)

  • Dividend ₹2.75/share (record date May 22, 2026), 18th AGM May 29

  • Consolidated results approved with unmodified opinion, auditors re-appointed for 5 years

Risk Flags(10)

  • Standalone FY26 total income -9.7% YoY to ₹2,077 Cr, PAT -8.2% YoY to ₹1,432 Cr, dividend income -10.6% YoY

  • FY26 revenue from ops -11% YoY to ₹2,016 Cr, 3 consecutive filings highlight PAT decline amid lower income

  • FY26 PBT -4.3% YoY to ₹13,812 Cr due to depreciation +₹80 Cr YoY and exceptional loss ₹235 Cr (vs gain ₹347 Cr)

  • Consolidated PAT -0.3% YoY to ₹10,652 Cr despite turnover growth, signaling cost pressures

  • Q4 rail volume -1% YoY to 166,646 TEUs, cargo market share -30 bps to 26%, container share flat 45.5%

  • Q4 credit costs ₹560 Cr (+63% YoY) due to ₹217 Cr prudent overlay, AUM growth muted 12% YoY

  • FY26 capex exceeded guidance by 28% to ₹15,320 Cr, potential strain despite deleveraged 1.9x net debt/EBITDA

  • Depreciation +6.3% YoY to ₹1,333 Cr, contributing to PBT decline across 2 filings

  • Q4 PAT ₹16 Cr (low absolute vs FY ₹1,432 Cr), reflecting seasonal weakness

  • Scheduled May 6 board meet for secured NCD private placement, potential dilution/liquidity signal

Opportunities(10)

  • Capacity expansion to 1B MMT by 2030 (2x current), 95% hinterland coverage, 16.9% 15-yr TSR track record

  • ₹7.50/share (375%) record date June 12, 2026, payment post June 25, yield play post strong FY26 beat

  • Reliance Retail/Acquisition(OPPORTUNITY)

    Anomaly integration via Tira omnichannel, targets Indian haircare innovation + global expansion (NA, UK, ME)

  • ₹0.20 special payout for 100-yr anniversary, total ₹1.50/share, record June 30, 2026

  • Final ₹22/share (total ₹41), record June 23, 2026, stable payout ratio post flat PAT

  • Tractor disbursements +63% FY26, SME +32%, 50% disbursals via digital Udaan, GS2+GS3 at 8.2% low

  • Nitin Paranjpe appointed Vice Chairman, promoter re-classification of 0.56% stake reduces group control overhang

  • L&T/Divestment(OPPORTUNITY)

    Hyderabad Metro exit monetizes mature asset, reallocates to EPC/tech, no valuation disclosed but value-driven

  • ₹4,000 Cr SBI loan enables transmission capex, infra tailwinds

  • Board meet May 29, 2026 for FY26 results + investor conference, trading window reopens June 2

Sector Themes(6)

  • Ports/Logistics Outperformance(BULLISH PORTS)

    Adani Ports leads with +25% revenue, +11% cargo YoY (500.8 MMT record), +55% logistics revenue; 4/5 Adani filings bullish vs Sensex avg

  • FMCG Mixed Recovery(CAUTION FMCG)

    HUL turnover +5% YoY but PBT/PAT flat/declining due to +6% depreciation/exceptionals; contrasts Reliance beauty expansion

  • Financials Declining Profits(MIXED FINANCE)

    Bajaj Finserv PAT -8% YoY across 5 filings, M&M Fin +19% but overlay-hit; NIM expansions (M&M +101 bps) offset income drops

  • Capital Returns Surge(BULLISH RETURNS)

    7 companies announce dividends (Adani ₹7.50, HUL ₹41 total, Bajaj ₹1.50, L&T Fin ₹2.75), averaging +10% payout vs FY25, shareholder focus

  • Infra Monetization/Expansion(BULLISH INFRA)

    L&T metro divestment, Power Grid ₹4k Cr loan, Adani capex +28% over guidance; land banks/rail/rakes support growth

  • Governance Stability(NEUTRAL GOV)

    Multiple board appointments (Adani Dr. Ajay Kumar, Infosys Nitin Paranjpe), auditor re-appointments (Bajaj KKC 5 yrs), no major cessations impacting ops

Watch List(8)

  • 27th AGM June 24, 2026 for dividend approval, monitor Ambition 2030 execution post FY26 beat [June 24, 2026]

  • Dividend ₹1.50 record June 30, 2026, 19th AGM July 31; watch PAT recovery guidance [June 30, 2026]

  • Final dividend ₹22 record June 23, 2026; track cost/depreciation trends in next quarter [June 23, 2026]

  • Dividend ₹2.75 record May 22, 2026, 18th AGM May 29; rural finance outlook [May 22, 2026]

  • FY26 results + dividend May 29, 2026 + investor conference; paints demand post trading window June 2 [May 29, 2026]

  • Working Committee May 6, 2026 for NCD private placement; debt raise terms [May 6, 2026]

  • One-on-one with SBI MF, Bernstein May 5-6, 2026; retail trends despite neutral filing [May 5-6, 2026]

  • Postal ballot e-voting ends May 30, 2026 for ₹9,820 Cr India Cements RPTs; approval outcome June 2 [May 30, 2026]

Filing Analyses(29)
Reliance Industries LimitedCompany Updatepositivemateriality 8/10

30-04-2026

Reliance Retail Limited (RRL), a subsidiary of Reliance Industries Limited, announced the acquisition of Priyanka Chopra Jonas’s global haircare brand Anomaly, including trademarks, brand assets, and digital properties, to expand its beauty portfolio and scale through its omnichannel network including Tira. The move aligns with RRL's strategy in the fast-growing beauty category, with Priyanka continuing as Creative Director and Isha Ambani highlighting its potential. Reliance Retail Ventures Limited (RRVL) operates 20160 stores with a registered customer base of over 387 million and reported consolidated turnover of ₹ 3,70,026 crore and EBITDA of ₹ 27,033 crore for the year ended March 31, 2026.

  • ·Anomaly founded in 2021 with international presence in key global markets.
  • ·Focus on innovation for Indian hair and scalp needs; continued expansion in North America, United Kingdom, and Middle East.
  • ·RRVL CIN: U01100MH1999PLC120563
Adani Ports and Special Economic Zone LimitedCompany Updatepositivemateriality 9/10

30-04-2026

The Board of Adani Ports and Special Economic Zone Limited approved the audited standalone and consolidated financial results for the quarter and FY ended March 31, 2026, with an unmodified opinion from MSKA & Associates LLP. They recommended a dividend of ₹7.50 per equity share (375% on ₹2 face value), subject to shareholder approval, with record date June 12, 2026. Key changes include appointment of Dr. Ajay Kumar as Additional Director (Non-Executive, Non-Independent), cessation of Mr. Rakshit Shah as Senior Management Personnel, and Ernst & Young LLP as new Internal Auditor.

  • ·Board meeting held on April 30, 2026 from 11:00 a.m. to 1:30 p.m.
  • ·Record date for dividend: Friday, June 12, 2026.
  • ·Dividend payment on or after June 25, 2026, subject to tax deduction.
  • ·27th AGM scheduled for Wednesday, June 24, 2026 via Video Conferencing/Other Audio Visual Means.
  • ·Mr. Rakshit Shah ceased due to transition to new role within Adani Group.
Adani Ports and Special Economic Zone LimitedCompany Updatepositivemateriality 9/10

30-04-2026

The Board of Adani Ports and Special Economic Zone Limited approved the audited standalone and consolidated financial results for the quarter and FY ended March 31, 2026, with an unmodified audit opinion from M S K A & Associates LLP. The Board recommended a dividend of ₹7.50 (375%) per equity share of ₹2 and fixed June 12, 2026, as the record date, with payment on or after June 25, 2026, subject to AGM approval on June 24, 2026. Additionally, Dr. Ajay Kumar was appointed as Additional Director, while Mr. Rakshit Shah ceased as Senior Management Personnel and Ernst & Young LLP was appointed as Internal Auditor.

  • ·Board meeting held on April 30, 2026, from 11:00 a.m. to 1:30 p.m.
  • ·27th AGM scheduled for June 24, 2026, via Video Conferencing / Other Audio Visual Means.
  • ·DIN of Dr. Ajay Kumar: 11530402.
Trent LimitedAnalyst/Investor Meetneutralmateriality 2/10

30-04-2026

Trent Limited (Symbol: TRENT, Scrip Code: 500251) has intimated stock exchanges about scheduled one-to-one meetings with institutional investors: SBI Mutual Fund, Bernstein, and Enam Asset Management on May 5, 2026, and Pictet Asset Management on May 6, 2026. The company states that no unpublished price sensitive information will be shared during these meetings. The schedule is subject to change due to exigencies.

  • ·Filing pursuant to Regulation 30 of SEBI (LODR) Regulations, 2015
  • ·Membership No.: A16536
Bajaj Finserv LimitedAnalyst/Investor Meetneutralmateriality 3/10

30-04-2026

Bajaj Finserv Limited conducted an earnings conference call on April 30, 2026, at 4:30 p.m. IST, regarding the financial results for the quarter and financial year ended March 31, 2026. The presentation was shared with BSE and NSE, and the audio recording is hosted on the company's website. This update complies with Regulation 30 of SEBI Listing Regulations.

  • ·BSE Code: 532978
  • ·NSE Code: BAJAJFINSV
  • ·Reference letter dated April 20, 2026
  • ·Audio recording available at: https://www.aboutbajajfinserv.com/investor-relations-quarterly-earnings-conference-call-recording-and-transcripts
  • ·Corporate Identity No.: L65923PN2007PLC130075
L&T Finance LimitedCorporate Governanceneutralmateriality 5/10

30-04-2026

L&T Finance Limited announced its Eighteenth Annual General Meeting scheduled for Friday, May 29, 2026, at 03.30 p.m. IST via electronic mode (video conference or other audio-visual means). The company fixed Friday, May 22, 2026, as the record date for the Board-recommended dividend of Rs. 2.75 per equity share (face value Rs. 10 each), to be credited on or before Saturday, June 27, 2026, subject to shareholder approval and applicable tax deductions.

  • ·Pursuant to Regulation 42 of SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015.
  • ·Dividend recommendation continuation from letter dated April 24, 2026.
Satin Creditcare Network LimitedCorporate Governanceneutralmateriality 6/10

30-04-2026

Satin Creditcare Network Limited has intimated that a meeting of the Working Committee of the Board of Directors is scheduled on May 06, 2026, to consider and approve a fund raising proposal through the issuance of listed, secured, non-convertible bonds on a private placement basis. This disclosure is made pursuant to Regulations 29 and 50 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015. The notice is issued by Vikas Gupta, Company Secretary & Chief Compliance Officer.

  • ·Stock symbol: SATIN
  • ·Scrip code: 539404
  • ·Meeting date: Wednesday, May 06, 2026
L&T Finance LimitedCorporate Actionneutralmateriality 6/10

30-04-2026

L&T Finance Limited announced its Eighteenth Annual General Meeting scheduled for Friday, May 29, 2026, at 03:30 p.m. IST via electronic mode (video conference or other audio-visual means). The company fixed Friday, May 22, 2026, as the record date for a recommended dividend of ₹2.75 per equity share (face value ₹10 each), subject to shareholder approval at the AGM, with payment to be credited on or before Saturday, June 27, 2026, after applicable tax deductions.

Bajaj Finserv LimitedCorporate Actionmixedmateriality 9/10

30-04-2026

The Board of Directors of Bajaj Finserv Limited approved standalone audited financial results for Q4 and FY ended 31 March 2026, reflecting YoY declines including total income to ₹2,076.82 Cr from ₹2,299.19 Cr (-9.7%), PAT to ₹1,431.73 Cr from ₹1,558.87 Cr (-8.2%), and dividend income to ₹1,788.45 Cr from ₹2,001.58 Cr (-10.6%). Despite these declines, the Board recommended a dividend of ₹1.50 (150%) per equity share of Re. 1 face value, including a special ₹0.20 payout for 100 years of Bajaj Group. The 19th AGM is set for 31 July 2026, with auditors KKC & Associates LLP re-appointed for another 5 years.

  • ·Standalone financial results prepared as per Ind AS with unmodified audit opinions
  • ·Record date for dividend: Tuesday, 30 June 2026
  • ·Dividend to be credited/dispatched on or before 4 August 2026
  • ·19th Annual General Meeting: Friday, 31 July 2026
  • ·Re-appointment of KKC & Associates LLP (FRN: 105146W/W100621) as Statutory Auditors for 5 years from conclusion of 19th AGM till 24th AGM (till FY ended 31 March 2031)
  • ·Board meeting held on 30 April 2026 from 11:15 a.m. IST to 2:05 p.m. IST
  • ·Cash and cash equivalents as at 31.03.2026: ₹7.31 Cr (down from ₹18.04 Cr as at 31.03.2025)
Adani Ports and Special Economic Zone LimitedCompany Updatepositivemateriality 8/10

30-04-2026

Adani Ports and Special Economic Zone Limited (APSEZ) released the 'Ambition 2031' investor presentation on April 30, 2026, outlining ambitious expansion plans including scaling port capacity from 500 MMT to 1 Billion MMT by December 2030, increasing marine vessels from 136 to 200+, MMLPs from 12 to 16, and warehouses from 3.1 Mn sq.ft. to 12 Mn sq.ft., targeting 19% revenue CAGR and 18% EBITDA CAGR over FY26-31. The presentation emphasizes integrated shore-to-door logistics covering 95% of India's hinterland, tech-driven efficiencies like 72%+ EBITDA margins in domestic ports, and 16.9% annualized TSR over 15 years, supported by strategic partnerships and a deleveraged balance sheet.

  • ·India port capacity breakdown: West coast 355 MMT, South coast 158 MMT, East coast 140 MMT.
  • ·Logistics network: 54 bulk rakes, 7 agri rakes, 4 AFTO rakes, 25,000+ trucks on platform, 4 MMT agri silos (1.4 MMT current).
  • ·Land bank: ~12,500 Ha near Mundra, ~2,000 Ha near Dhamra, ~2,750 Ha near Krishnapatnam.
  • ·Tech efficiencies: 24% reduction in pre-berthing time, 9% reduction in container trucking TAT, 2% lower cost per TEU.
  • ·Strategic partnerships ensure 49-56% sticky cargo share in domestic volumes FY22-FY26.
Bajaj Finserv LimitedCorporate Governancemixedmateriality 9/10

30-04-2026

Bajaj Finserv Limited's Board approved audited standalone and consolidated financial results for Q4 and FY ended March 31, 2026, with unmodified audit opinions; however, standalone profit after tax declined 8% YoY to ₹1,431.73 Cr from ₹1,558.87 Cr, driven by lower total income of ₹2,076.82 Cr (down 10% YoY). The Board recommended a dividend of ₹1.50 (150%) per equity share, including a special ₹0.20 payout for Bajaj Group's 100th year, with record date June 30, 2026, and 19th AGM on July 31, 2026. Statutory auditors KKC & Associates LLP were re-appointed for a second 5-year term.

  • ·Standalone Q4 FY26 Profit after tax: ₹16.01 Cr
  • ·Record date for dividend: Tuesday, 30 June 2026
  • ·Dividend payout on or before 4 August 2026 if approved
  • ·19th AGM: Friday, 31 July 2026
  • ·Statutory Auditors re-appointment: KKC & Associates LLP (FRN: 105146W/W100621) for 5 years from conclusion of 19th AGM to 24th AGM
  • ·Board meeting: 30 April 2026, 11:15 a.m. to 2:05 p.m. IST
  • ·Cash and cash equivalents as at 31 March 2026: ₹7.31 Cr (down from ₹18.04 Cr as at 31 March 2025)
Adani Ports and Special Economic Zone LimitedCorp Actionpositivemateriality 9/10

30-04-2026

Adani Ports and Special Economic Zone Limited's Board approved the audited standalone and consolidated financial results for the quarter and financial year ended March 31, 2026, with unmodified opinions from statutory auditors M S K A & Associates LLP. The Board recommended a dividend of Rs. 7.50 (375%) per equity share of Rs. 2/- for FY 2025-26, subject to shareholder approval, with a record date of June 12, 2026, and payment on or after June 25, 2026. Key changes include the appointment of Dr. Ajay Kumar as Additional Director (Non-Executive, Non-Independent), cessation of Mr. Rakshit Shah as Senior VP, appointment of Ernst & Young LLP as Internal Auditor, and scheduling of the 27th AGM on June 24, 2026.

  • ·Board meeting held on April 30, 2026, from 11:00 a.m. to 1:30 p.m.
  • ·DIN of Dr. Ajay Kumar: 11530402
  • ·Scrip codes: 532921 (BSE), ADANIPORTS (NSE)
Bajaj Finserv LimitedCorporate Actionmixedmateriality 9/10

30-04-2026

Bajaj Finserv Limited's Board approved audited standalone and consolidated financial results for Q4 and FY ended March 31, 2026, showing FY26 total revenue from operations declining 11% YoY to ₹2,016.23 Crore and profit after tax down 8% to ₹1,431.73 Crore, though Q4 PAT rose to ₹16.01 Crore from ₹7.57 Crore YoY. The Board recommended a ₹1.50 (150%) per share dividend, including a ₹0.20 special payout for Bajaj Group's 100th year, with record date June 30, 2026, and AGM on July 31, 2026. Auditors issued unmodified opinions and were re-appointed for another 5 years.

  • ·Audit reports are unmodified (clean opinion).
  • ·Re-appointment of KKC & Associates LLP as Statutory Auditors for 5 years from conclusion of 19th AGM to 24th AGM.
  • ·Board meeting held from 11:15 a.m. to 2:05 p.m. IST on April 30, 2026.
  • ·Cash and cash equivalents declined to ₹7.31 Cr from ₹18.04 Cr YoY.
Bajaj Finserv LimitedCorporate Actionpositivemateriality 9/10

30-04-2026

The Board of Directors of Bajaj Finserv Limited approved standalone and consolidated audited financial results for the quarter and financial year ended 31 March 2026, with unmodified audit opinions. They recommended a dividend of ₹1.50 (150%) per equity share of ₹1 face value, including a special payout of ₹0.20 (20%) for the 100 years of Bajaj Group, with record date fixed as 30 June 2026 and payment by 4 August 2026 if approved at the AGM on 31 July 2026. The Board also approved re-appointment of KKC & Associates LLP as Statutory Auditors for a second 5-year term.

  • ·Board meeting held on 30 April 2026, commenced at 11:15 a.m. IST and concluded at 2:05 p.m. IST
  • ·19th Annual General Meeting scheduled for Friday, 31 July 2026
  • ·Record date for dividend: Tuesday, 30 June 2026
  • ·Dividend to be credited/dispatched on or before 4 August 2026
  • ·Statutory Auditors re-appointed from conclusion of 19th AGM till 24th AGM (up to FY ended 31 March 2031)
Infosys LimitedCompany Updatepositivemateriality 6/10

30-04-2026

Infosys Board's meeting on April 30, 2026, approved the appointment of Nitin Paranjpe as non-executive Vice Chairman with immediate effect, recognizing his extensive experience from roles at Hindustan Unilever Ltd and Heineken NV. The Board also approved the re-classification request of Mr. Shreyas Shibulal and Ms. Bhairavi Madhusudhan Shibulal from 'Promoter and Promoter Group' to 'Public' category, subject to regulatory compliance and shareholder approval if required; the applicants together hold ~0.56% of equity share capital. Additionally, the Board allotted 35,384 equity shares of ₹5 each under the 2015 Incentive Compensation Plan, increasing issued and subscribed share capital to ₹20,27,82,93,815 divided into 4,05,56,58,763 shares.

  • ·Board meeting held on April 30, 2026, commenced at 6:00 p.m. IST and concluded at 6:45 p.m. IST.
  • ·Re-classification applicants have no involvement in company management, decision-making, or director appointments.
  • ·Re-classification will have no impact on company operations, Board, management, or shareholders.
Hindustan Unilever LimitedAnalyst/Investor Meetneutralmateriality 3/10

30-04-2026

Hindustan Unilever Limited has published the audio/video recording of the Earnings Conference Call for the quarter and financial year ended 31st March, 2026 on its website, in compliance with SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015. The recording follows the company's earlier letter dated 22nd April, 2026 and is accessible at https://www.hul.co.in/investors/results-and-presentations/quarterly-results-and-webcasts/. No specific financial metrics or performance details are disclosed in this notice.

  • ·Stock Codes: BSE: 500696, NSE: HINDUNILVR, ISIN: INE030A01027
  • ·Pursuant to Regulation 30(6) read with sub-para 15, Para A, Part A of Schedule III of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015
  • ·Membership No: A19308
Mahindra & Mahindra Financial Services LimitedAnalyst/Investor Meetmixedmateriality 9/10

30-04-2026

Mahindra & Mahindra Financial Services Limited reported strong Q4 FY26 PAT growth of 55% YoY to ₹873 Cr (₹1,000 Cr without overlay) and FY26 PAT up 19% YoY to ₹2,782 Cr (30% without overlay), with NIM expansion of 101 bps YoY in Q4, record-low GS2+GS3 at 8.2%, and GS3 at 3.4%. However, AUM growth was moderate at 12% amid a slower H1, and the company created a prudent management overlay of ₹217 Cr, pushing Q4 credit costs to ₹560 Cr from ₹343 Cr without it. Subsidiaries showed improvement, with MRHFL PAT at ₹58 Cr versus negative last year.

  • ·50% of FY26 disbursements via Udaan digital stack
  • ·Tractor disbursements grew 63% FY26, overall disbursements 49% FY26
  • ·SME business grew 32% FY26, mortgage (MRHFL) 21% FY26
  • ·Cross-sell at 2.4 products per customer
  • ·Capital adequacy 18.8%, Tier 1 16.7%
  • ·Q4 RoA 2.4% (2.9% without overlay), FY26 RoA 2% (vs 1.9% FY25)
Infosys LimitedCompany Updatepositivemateriality 6/10

30-04-2026

Infosys has been ranked number one IT services provider for Financial Services – Banking in Europe and Financial Services in the Nordics by Whitelane Research's IT Sourcing Studies 2025/2026 and 2026. The company was also recognized as a top three 'Exceptional Performer' in Financial Services – Overall and Cloud & Infrastructure Services in Europe, with 'Strong Performer' status in Financial Services – Insurance and Application Services. These rankings are based on client feedback from surveys of nearly 600 European and over 450 Nordic financial services organizations.

  • ·Infosys achieved 83% satisfaction score in European Banking, up 3 percentage points from 2024/2025.
  • ·Rankings based on criteria including service delivery quality, account management, pricing, innovation, and transformation capabilities.
Hindustan Unilever LimitedCorporate Governancemixedmateriality 10/10

30-04-2026

Hindustan Unilever Limited's Board approved audited FY26 financials, with consolidated turnover rising 5.3% YoY to Rs. 63,763 crores from Rs. 60,573 crores. However, Profit before tax declined 4.3% to Rs. 13,812 crores from Rs. 14,428 crores, influenced by higher depreciation (Rs. 1,333 crores vs. Rs. 1,253 crores) and exceptional loss of Rs. 235 crores (vs. gain of Rs. 347 crores), resulting in nearly flat Consolidated PAT at Rs. 10,652 crores (down 0.3% from Rs. 10,680 crores). The Board recommended a final dividend of Rs. 22 per share (total Rs. 41 including interim Rs. 19), with record date June 23, 2026.

  • ·Auditors Walker Chandiok & Co LLP issued unmodified opinion on standalone and consolidated financial statements.
  • ·Final dividend record date: Tuesday, June 23, 2026.
  • ·Interim dividend of Rs. 19 per share paid on November 20, 2025.
  • ·Five subsidiaries not audited by reporting auditors had total assets ~482 Cr, revenues ~514 Cr, net profit ~103 Cr as of Mar 31, 2026.
Hindustan Unilever LimitedCorporate Actionmixedmateriality 10/10

30-04-2026

Hindustan Unilever Limited's Board approved audited FY26 financials, with consolidated turnover rising 5% YoY to ₹63,763 crores from ₹60,573 crores. However, Profit before tax declined 4% to ₹13,812 crores from ₹14,428 crores, influenced by higher depreciation of ₹1,333 crores (up from ₹1,253 crores) and exceptional loss of ₹235 crores (vs gain of ₹347 crores), resulting in nearly flat PAT of ₹10,652 crores (down from ₹10,680 crores). The Board recommended a final dividend of ₹22 per share (total ₹41 per share including interim ₹19), with record date June 23, 2026.

  • ·Auditors (Walker Chandiok & Co LLP) issued unmodified opinion on standalone and consolidated financial results.
  • ·Board meeting held on April 30, 2026; financial results discussion concluded at 10:04 A.M. IST.
  • ·Record date for final dividend: Tuesday, June 23, 2026.
  • ·Interim dividend paid on November 20, 2025.
Power Grid Corporation of India LimitedCorporate Governancepositivemateriality 8/10

30-04-2026

The Board of Directors of POWERGRID held a meeting on April 30, 2026, and approved raising funds through an Unsecured Rupee Term Loan/Line of Credit (Bank Facility) of up to Rs. 4,000 Crore from State Bank of India, in compliance with Regulation 30 of SEBI LODR. The meeting commenced at 10:30 A.M. and concluded at 11:35 A.M.

  • ·NSE Scrip ID: POWERGRID; BSE Scrip Code: 532898; EQ – ISIN: INE752E01010
  • ·Corporate Office: “Saudamini”, Plot No. 2, Sector-29, Gurugram-122001, Haryana
  • ·Registered Office: B-9, Qutab Institutional Area, Katwaria Sarai, New Delhi-110 016
Larsen & Toubro LimitedCompany Updatepositivemateriality 8/10

30-04-2026

Larsen & Toubro (L&T) signed an agreement on April 29, 2026, with Hyderabad Metro Rail Limited (HMRL), a Government of Telangana enterprise, to divest its 100% stake in L&T Metro Rail (Hyderabad) Limited (LTMRHL), representing a value-driven monetization of a mature 69 km PPP metro rail asset. This aligns with L&T's strategy to exit development projects and unlock capital for core engineering and technology-led businesses. No financial details of the transaction were disclosed, and no declines or flat performance metrics were reported.

  • ·Agreement signed on April 29, 2026
  • ·L&T described as a USD 30 billion Indian multinational in EPC Projects, Hi-Tech Manufacturing, and Services
  • ·CIN: L99999MH1946PLC004768
  • ·Stock codes: BSE 500510, NSE LT
ICICI Bank LimitedCompany Updateneutralmateriality 3/10

30-04-2026

ICICI Bank Limited allotted 699,237 equity shares of face value Rs. 2 each on April 30, 2026, under the ICICI Bank Employees Stock Option Scheme-2000. The allotment was approved by two Executive Directors at 11:55 a.m. on the same day, pursuant to powers delegated by the Board of Directors on October 21, 2023. The communication was signed by Prashant Jagjivan Mistry of the Associate Leadership Team.

  • ·Allotment approved by two Executive Directors (unnamed).
  • ·Board of Directors meeting for delegation held on October 21, 2023.
  • ·Filing addressed to BSE Limited (Phiroze Jeejeebhoy Towers, Dalal Street, Mumbai 400 001) and National Stock Exchange of India Limited (Exchange Plaza, 5th floor, Plot No. C/1, G Block, Bandra-Kurla Complex, Bandra (East), Mumbai 400 051).
Asian Paints LimitedCorporate Governanceneutralmateriality 7/10

30-04-2026

Asian Paints Limited announced that a Board of Directors meeting will be held on May 29, 2026, to approve audited standalone and consolidated financial results for the quarter and financial year ended March 31, 2026, and to recommend final dividend, if any. The trading window for trading in company securities remains closed until June 2, 2026 (both days inclusive), having been closed since March 20, 2026. The company will also hold an investor conference on May 29, 2026, to brief on performance for the period.

  • ·Security Code: 500820 (BSE), Symbol: ASIANPAINT (NSE)
  • ·Intimation under Regulation 29 of SEBI (LODR) Regulations, 2015
  • ·Investor conference details to be published on www.asianpaints.com
Asian Paints LimitedCorporate Actionneutralmateriality 8/10

30-04-2026

Asian Paints Limited announced a Board of Directors meeting on May 29, 2026, to approve audited standalone and consolidated financial results for the quarter and financial year ended March 31, 2026, and recommend final dividend, if any. The trading window for company securities remains closed until June 2, 2026 (inclusive), having been closed since March 20, 2026. An investor conference will be held on the same day to brief investors on performance, with details to be published on www.asianpaints.com.

  • ·Intimation under Regulation 29 of SEBI (LODR) Regulations, 2015.
  • ·Trading window closure informed to designated persons per company Code of Conduct.
UltraTech Cement LimitedCorporate Governanceneutralmateriality 8/10

30-04-2026

UltraTech Cement Limited has issued a Postal Ballot Notice dated April 27, 2026, seeking shareholder approval via remote e-voting for material related party transactions with its subsidiary, The India Cements Limited, aggregating up to ₹9,820 Cr for FY 2026-27, to be conducted at arm's length and in the ordinary course of business. The e-voting commences on May 1, 2026 (9:00 a.m. IST) and ends on May 30, 2026 (5:00 p.m. IST), with results to be announced by June 2, 2026. No financial performance metrics are disclosed in the notice.

  • ·Cut-off date for voting eligibility: April 24, 2026.
  • ·Notice available on company website: https://www.ultratechcement.com/corporate/investors-/corporate-governance and KFin: https://evoting.kfintech.com.
  • ·Transactions approved by Audit Committee and Board; to be at arm's length per company policy.
Adani Ports and Special Economic Zone LimitedCompany Updatemixedmateriality 10/10

30-04-2026

Adani Ports and Special Economic Zone Limited (APSEZ) reported strong FY26 consolidated financials with revenue at ₹38,736 Cr (+25% YoY from ₹31,079 Cr), EBITDA at ₹22,851 Cr (+20% YoY from ₹19,025 Cr), and PAT at ₹12,782 Cr (+16% YoY), surpassing FY26 guidance of ₹38,000 Cr revenue and ₹22,800 Cr EBITDA. Cargo volume hit a record 500.8 MMT (+11% YoY), driven by domestic ports (+13% revenue), international ports (+34%), logistics (+55%), and marine (+134% revenue), with overall RoCE improving to 16% from 15%. However, all-India container market share was flat at 45.5%, Q4 rail volume declined 1% YoY to 166,646 TEUs, and Q4 cargo market share dipped 30 bps to 26%.

  • ·Capex FY26 at ₹15,320 Cr exceeded guidance of ₹11,000-12,000 Cr
  • ·Net debt/EBITDA at 1.9x (proforma 1.8x), within policy up to 2.5x
  • ·Board proposed ₹7.5 dividend per share for FY26, record date June 12, 2026
  • ·FY27 guidance: Revenue ₹43,000-45,000 Cr, EBITDA ₹25,000-26,000 Cr, Capex ₹12,000-14,000 Cr
  • ·Completed bond buybacks totaling US$199.57m in Mar 2026 and US$386.03m in Aug 2025
  • ·Multiple credit rating upgrades/outlook revisions including Moody's to Stable, S&P to Positive
  • ·Domestic ports capacity 653 MMT; marine fleet 136 vessels
Adani Ports and Special Economic Zone LimitedBoard Meetingpositivemateriality 9/10

30-04-2026

The Board approved audited standalone and consolidated financial results for the quarter and financial year ended March 31, 2026, with an unmodified opinion from statutory auditors MSKA & Associates LLP. They recommended a dividend of ₹7.50 (@375%) per equity share of ₹2 face value, subject to shareholder approval, with record date June 12, 2026. Additional actions include appointment of Dr. Ajay Kumar as Additional Director (Non-Executive, Non-Independent), cessation of Mr. Rakshit Shah as Senior Management Personnel, new Internal Auditor Ernst & Young LLP, and scheduling the 27th AGM for June 24, 2026.

  • ·Record Date for dividend: Friday, June 12, 2026
  • ·Dividend payment: on or after June 25, 2026 (subject to shareholder approval and tax deduction)
  • ·27th AGM: Wednesday, June 24, 2026 via Video Conferencing/Other Audio Visual Means
  • ·Board meeting: April 30, 2026 (11:00 a.m. to 1:30 p.m.)
  • ·Scrip Codes: BSE 532921, NSE ADANIPORTS
Adani Ports and Special Economic Zone LimitedResultpositivemateriality 9/10

30-04-2026

Adani Ports and Special Economic Zone Limited's Board approved the audited standalone and consolidated financial results for the quarter and FY26 ended March 31, 2026, with an unmodified opinion from statutory auditors M S K A & Associates LLP. The Board recommended a dividend of ₹7.50 per equity share of ₹2 face value (375%), with record date fixed as June 12, 2026, and payment on or after June 25, 2026, subject to shareholder approval at the 27th AGM on June 24, 2026. Key changes include appointment of Dr. Ajay Kumar as Additional Director (Non-Executive, Non-Independent), cessation of Mr. Rakshit Shah as Senior Management Personnel, and appointment of Ernst & Young LLP as Internal Auditor.

  • ·Board meeting held on April 30, 2026, from 11:00 a.m. to 1:30 p.m.
  • ·27th AGM scheduled for June 24, 2026, via Video Conferencing/Other Audio Visual Means.
  • ·Record date for dividend: Friday, June 12, 2026.

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